Secure Document SharingSecure Document Sharing

<img itemprop='image' style='width: .75em' src='/wp-content/uploads/2018/05/rightArrow.png' alt=''> A wealth of information at your fingertips.

A wealth of information at your fingertips.

PDF đź“„

June 6, 2023 in Estate Planning
Top 7 Most Common Estate Strategy Mistakes (and How to Avoid Them) Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to confusion, potential family disputes, and outcomes that don’t align with your ultimate wishes. Creating a financial strategy that considers...

May 23, 2023 in Estate Planning, Tax Management
Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes. One popular tool that can be used in estate strategies is a living trust. A living trust can provide a flexible and efficient way to manage assets during your lifetime and after your death, but it’s important to understand how it works...

April 18, 2023 in Dimensional, Evidence-Based Investing
The “I’s” had it across the first quarter, as inflation and interest rates continued to dominate financial headlines. That is, at least, until the Silicon Valley Bank meltdown took over, followed by the government’s swift reaction to the same. What should you make of the quarterly news? If you’d missed these events in real time, you may not even have known they’d happened. At quarter-end, inflation continued to simmer on the...

February 3, 2023 in SageBroadview News
SAGEbroadview would like you to join us in celebrating a noteworthy achievement by our Associate Advisor, Danny Lester – his earning of the CERTIFIED FINANCIAL PLANNER™ marks. We are so excited for what lies ahead for Danny, and very proud of his accomplishments. Danny Lester, CFP® on becoming a CERTIFIED FINANCIAL PLANNER™ Professional: In 2017 I was fortunate to be set on the path to CFP® certification by one of my college professors. Now, almost...

July 11, 2022 in Dimensional, Evidence-Based Investing
If you wish to examine world capital market performance for the past quarter, you can check out Dimensional’s Quarterly Market Review for Second Quarter 2022. Personally, I’d recommend enjoying other types of summer reading for now, as we will continue to monitor this data on your behalf. But if you are truly interested, don’t miss Marlena Lee’s article on pages 16 to 18 entitled “Three Crucial Lessons for Weathering the Stock Market’s Storm”. Her...

June 29, 2022 in Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy So What’s Your Plan for the Bear Market? (David Booth, Dimensional) “When choosing how much you want invested in stocks, balance the regret you would feel when markets go down with the regret of missing out when things turn around.” Why trying to maximize annual returns is counterproductive. (collaborativefund.com) “It’s counterintuitive, but you will likely maximize investment gains over your lifetime if you go out of your way...

June 2, 2022 in Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy Worried About Stocks? Why Long-Term Investing Is Crucial (David Booth, Executive Chairman and Founder, Dimensional) Excerpt follows: “Imagine it’s 25 years ago, 1997: J.K. Rowling just published the first Harry Potter book. General Motors is releasing the EV1, an electric car with a range of 60 miles. The internet is in its infancy, Y2K looms, and everyone is worried about the Russian financial crisis.   A...